Sage CRM to Supabase Integration
AI-first ETL from Sage CRM into Supabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Sage CRM into Supabase
Datrise syncs Sage CRM's persons, companies, opportunities, cases, communications, and leads into Supabase as a typed table per source entity in your Supabase Postgres. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning for high-volume tables. Datrise lands into a dedicated schema and leaves row-level security to you, so synced tables don't inherit public access by accident.
Ideal for app builders who want CRM data alongside their Supabase product data.
Endpoints
Sage CRM: CRM tied to Sage accounting for mid-market operations.
Supabase: Postgres platform with auth, storage, and realtime APIs.
How Sage CRM entities map to Supabase
| Sage CRM entity | Supabase object | Notes |
|---|---|---|
| persons | sage_crm_persons | id PK · custom fields → jsonb columns |
| companies | sage_crm_companies | id PK · linked to sage_crm_persons |
| opportunities | sage_crm_opportunities | id PK · linked to sage_crm_persons |
| cases | sage_crm_cases | id PK · linked to sage_crm_persons |
FAQ
How does Datrise handle Sage CRM's custom fields in Supabase?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Supabase types.
How does the Sage CRM to Supabase sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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